John Schaefer

John Schaefer
Senior Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

814 A1A N

Ponte Vedra Beach, FL 32082-3212

John.schaefer@truist.com

Phone 904-543-6531

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About me

Background

John Schaefer is a 1995 graduate of Boston University where he earned his bachelor's degree in Business Administration. He was elected captain for the football team and was on the academic all-conference team multiple times. John began his career in the financial services industry in 2008. Prior to joining Truist Investment services, John developed and operated a four store Dunkin’ Donuts network of stores. John is involved in the Jacksonville community as a volunteer with Catholic Charities of Jacksonville and was a mentor with Big Brothers Big Sisters of Northeast Florida. John and his wife, Sarah have three children.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Boston University 1991 1995

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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